Impactful Insights with SmartTrust®: Part 1


Vanderbilt Financial Group CEO and Impact Enthusiast, Steve Distante, had the pleasure of sitting down for a chat with Kevin Mahn on February 19th, 2016.

Kevin is the Chief Investment Officer of SmartTrust® UIT. Steve nicknamed Kevin, the “Chief Impact Officer” after learning of his passion for sustainable and responsible impact investments, what Kevin calls, “the new SRI”.

Kevin explained why SmartTrust® has taken a stand in the space of Impact Investing, becoming the first and only Impact based UIT. Steve expressed a frustration that seems to be a common pain for Impact enthusiasts; “I love Impact Investing, but the most frustrating thing about the space is trying to find products. That’s why I love what SmartTrust has done.”

In this video, Kevin shares SmartTrust’s perspective on Impact Investing, its place in the market and details how SmartTrust has partnered with IW Financial and Argus Research to create Impact based portfolios for investors.

Check back next week for Part 2 of this interview with Kevin Mahn where we discuss the UIT more in depth!

Click here to watch the video at JoinVanderbiltBlog.